Vice President of Financial Planning Analysis
Vice President of Financial Planning Analysis
Hamlyn Williams
New York City Metropolitan Area
See who Hamlyn Williams has hired for this role
Our client is a public global wealth & alternatives firm with over $60 billion in combined assets. As a growing firm with offices in over 15 major financial centers and over 400 employees across three continents.
Currently, they are looking to add a Vice President, FP&A to join their dynamic finance team.
Reporting into the Global Head of FP&A, this position will work closely with senior leadership to drive financial analysis, budgeting, forecasting and enhance the firm's financial reporting infrastructure.
The VP, FP&A is a highly visible position across the organization, working with the CEO, President, CFO and Board of Directors. They will be a key member in developing analytics and insights to enable business decisions, presentations, communication with external parties (shareholders/investors/banks etc.) and will provide support on M&A, capital markets transactions and special projects.
Responsibilities
- Financial Planning, Analysis, Budgeting & Forecasting
- Provide business analytics and timely forecasts to determine current and future financial performance
- Drive the implementation of rolling forecasts and support quarterly earnings guidance to investors
- Work collaborative with Finance team to support monthly reporting
- Support the modernization of the firm's financial reporting through leveraging dashboards and visualization capabilities
- Support and drive successful completion of special projects
- Develop strong banking relationship sand assist with capital markets transactions
- Serve as a sounding board to Analysts
- Ad hoc reports and projects as needed
Qualifications
- 5+ years of relevant financial planning & analysis experience
- Wealth/Asset/Alternatives experience is a plus
- Financial Services experience is required
- Bachelor's Degree in Accounting, Finance or Economics - required
- MBA, CPA/CMA is a plus
- Experience working in a dynamic financial planning & analysis team
- Working within a publicly traded company environment highly preferred
- Demonstrated ability in organizing large data sets into clear concise analytical narrative
- Strong attention to detail, very collaborative, strong work ethic, and eager to learn
This is a hybrid opportunity based out of the company's New York City office.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance -
Industries
Financial Services
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